Managing Aging and Outstanding Expense Transactionsopen_in_new
2022-07-01
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Four OBI screenshots removed from this page
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Clearing of Aging Transactionsopen_in_new
2022-06-21
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Timeline for Q3 FY22 added to page
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2022-06-08
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Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).
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Cost Transfer Approval Checklistopen_in_new
2022-04-29
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Completely updated checklist to support approvers.
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Clearing of Aging Transactionsopen_in_new
2022-04-20
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Updated introductory paragraphs, including what to do after force clearing
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-30
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Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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Managing Aging and Outstanding Expense Transactionsopen_in_new
2022-03-25
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Added link and screenshots of new Advances-Force Cleared OBI report
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Accounts Payable (AP) Default PTAsopen_in_new
2022-03-17
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Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs
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Clearing of Aging Transactionsopen_in_new
2022-03-13
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Force Clearing timeline for Q2 of Fiscal Year 2022 added to page
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-11
Updated March 2022 OSA sweep deadline (extended to April 15).
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